Sarah Bull, CIM®, FCSI

Partner & Portfolio Manager

“No one cares how much you know, until they know how much you care.” – Theodore Roosevelt

Sarah has deep leadership expertise in advising high-net-worth and ultra-high-net-worth individuals on their wealth. She focuses on developing customized investment solutions and portfolios to address their short-term, long-term and legacy goals and objectives.

Sarah is deeply committed to her clients and drives all of her efforts towards protecting client capital, generating solid risk adjusted portfolio returns and supporting clients on their personal wealth journeys. She acts in a strategic financial capacity to clients to help them better understand, establish and execute their wealth management goals.

Sarah offers a holistic approach where investing tends to be only one topic of conversation alongside family, children, retirement planning, philanthropy, and other issues and concerns. Sarah brings decades of experience working with individuals to help them best protect their financial futures as they navigate the uncertainties that accompany significant life events including divorce, death of a spouse, retirement and the sale of a business.

Prior to joining KJ Harrison Investors, Sarah was a principal at Connor Clark where she successfully managed investments for a number of private families.

Sarah is often asked to speak to high-net-worth individuals, business owners and groups of executive women on issues surrounding strategic wealth. She is active in her community and in philanthropy. She is a member of the Estate Planning Council of Toronto and Verity Women’s Club, and co-founder of the Women Impact Network. She is also a member of the Board of the Royal Ontario Museum, a member of the Foundation Board of the Princess Margaret Cancer Hospital and a past member of the Board of the Havergal College Foundation.

Often, individuals focus on the numbers when planning for retirement, but there are other aspects that need to be considered when thinking about that next stage.

Of all our financial affairs, planning for when we are not around is probably the most tempting one to put off. But it is also one of the most important. Setting aside a day or two every spring to do a “clean-up” of your estate planning documents will ensure they accurately reflect your goals.

Love is always better the second time around, as the old song goes. Yet the reality is that new relationships later in life can be fraught with peril, especially from a financial perspective.

While divorce isn’t easy for anyone, it can be particularly complex for wealthy families.